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Greenline Wealth Management’s ESCO Technologies ESE Stock Holding History

Greenline Wealth Management’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-62
Closed -$12.1K – 236
2025
Q4 		$12.1K Buy
+62
New +$13.1K 0.01% 324

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Invesco
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Greenline Wealth Management's ESE Position: Q1 2026 in Review

Greenline Wealth Management sold out of ESCO Technologies (ESE) in Q1 2026, closing a stake of 62 shares — an estimated $12.1K sold.

Greenline Wealth Management first reported a position in ESE in Q4 2025 and held it in 1 quarter. The position peaked at $12.1K in Q4 2025. 434 funds tracked by Wall St. Rank hold ESE as of Q1 2026.

  • Greenline Wealth Management reported no remaining ESCO Technologies position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 62 ESCO Technologies shares in Q1 2026, an estimated $12.1K.
  • Greenline Wealth Management first reported a position in ESCO Technologies in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's ESCO Technologies position peaked at $12.1K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.